Lockheed Martin Corp
LMT- Exchange
- NYSE
- Industry
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0000936468
In the last 90 days, Lockheed Martin Corp insiders filed 0 open-market purchases and 2 sales; 2,796 institutions reported holding it in 13F filings for Q2 2026, worth $88.3B in total; superinvestors Markel Group and ARK Invest hold it.
13F holders, Q1 2024
Institutional positions in Lockheed Martin Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,421
- +6 vs. Q4 2023
- Shares held
- 176.2M
- −2.20M (−1.2%) vs. Q4 2023
- Total value
- $80.1B
- −$756.1M (−0.9%) vs. Q4 2023
- New holders
- 147
- 988 more added
- Sold out
- 141
- 954 more reduced
34 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $76.4B |
| Q2 2022 | 2,182 | $85.6B |
| Q1 2022 | 2,180 | $88.2B |
| Q4 2021 | 2,063 | $71.5B |
| Q3 2021 | 1,922 | $70.3B |
| Q2 2021 | 1,986 | $78.0B |
| Q1 2021 | 1,956 | $77.7B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Panoramic Investment Advisors, LLC | 587 | $267.0K | 0.20% | −9−1.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 588 | $267.2K | 0.05% | −22−3.6% | Reduced |
| Howard Capital Management Inc. | 590 | $268.4K | 0.03% | +73+14.1% | Added |
| Schear Investment Advisers, LLC | 592 | $269.3K | 0.22% | +46+8.4% | Added |
| Buckingham Capital Management, Inc. | 593 | $269.7K | 0.03% | −18−2.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 595 | $270.6K | 0.13% | +595 | New |
| Wilkins Investment Counsel Inc | 597 | $271.6K | 0.04% | +597 | New |
| Summit Financial Strategies, Inc. | 598 | $272.0K | 0.04% | −82−12.1% | Reduced |
| RFP Financial Group LLC | 598 | $272.0K | 0.11% | −6−1.0% | Reduced |
| Howard Wealth Management, LLC | 600 | $272.9K | 0.22% | −39−6.1% | Reduced |
| Kaizen Financial Strategies | 601 | $273.2K | 0.19% | −106−15.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 602 | $273.8K | 0.11% | +2+0.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 603 | $274.3K | 0.02% | −21−3.4% | Reduced |
| Cahaba Wealth Management, Inc. | 603 | $274.3K | 0.02% | −5−0.8% | Reduced |
| Carolinas Wealth Consulting LLC | 600 | $274.9K | 0.05% | −25,975−97.7% | Reduced |
| Sivia Capital Partners, LLC | 605 | $275.3K | 0.19% | +17+2.9% | Added |
| Broadwater Capital Management LLC | 607 | $276.1K | 0.21% | 00.0% | Unchanged |
| Consolidated Planning Corp | 607 | $276.2K | 0.05% | −45−6.9% | Reduced |
| Delta Asset Management LLC | 608 | $276.6K | 0.02% | −111−15.4% | Reduced |
| Matrix Private Capital Group LLC | 608 | $276.6K | 0.19% | −40−6.2% | Reduced |
| VeraBank, N.A. | 608 | $276.6K | 0.09% | −3−0.5% | Reduced |
| Coordinated Financial Services, Inc. | 608 | $276.8K | 0.24% | +608 | New |
| Montecito Bank & Trust | 609 | $277.0K | 0.06% | +27+4.6% | Added |
| Quantum Financial Advisors, LLC | 609 | $277.0K | 0.05% | +609 | New |
| Sunburst Financial Group, LLC | 613 | $277.5K | 0.08% | +101+19.7% | Added |
| Eisler Capital (UK) Ltd. | 611 | $277.9K | 0.03% | −4,928−89.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 611 | $278.0K | 0.11% | −19−3.0% | Reduced |
| Janney Capital Management LLC | 612 | $278.0K | 0.02% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 612 | $278.3K | 0.06% | +3+0.5% | Added |
| Opal Wealth Advisors, LLC | 612 | $278.5K | 0.09% | −85−12.2% | Reduced |
| Touchstone Capital, Inc. | 613 | $278.8K | 0.35% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 613 | $278.8K | 0.02% | +2+0.3% | Added |
| Madrona Financial Services, LLC | 615 | $279.7K | 0.10% | +17+2.8% | Added |
| Dakota Community Bank & Trust NA | 618 | $281.1K | 1.52% | +17+2.8% | Added |
| Divergent Planning, LLC | 622 | $281.6K | 0.12% | 00.0% | Unchanged |
| Boston Mountain Money Management Inc | 620 | $281.9K | 0.19% | +620 | New |
| ERTS Wealth Advisors, LLC | 621 | $282.5K | 0.06% | −56−8.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 622 | $282.9K | 0.21% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 623 | $283.2K | 0.23% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 625 | $284.3K | 0.07% | −1,095−63.7% | Reduced |
| Xcel Wealth Management, LLC | 625 | $284.3K | 0.09% | +625 | New |
| Bullock Wealth Management Group | 629 | $284.8K | 0.19% | +629 | New |
| Keeley-Teton Advisors, LLC | 627 | $285.2K | 0.04% | +2+0.3% | Added |
| Spinnaker Trust | 628 | $285.7K | 0.02% | +7+1.1% | Added |
| LMCG Investments, LLC | 632 | $287.5K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 634 | $288.4K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 635 | $288.8K | 0.08% | −308−32.7% | Reduced |
| Acas, LLC | 636 | $289.3K | 0.28% | 00.0% | Unchanged |
| Ellevest, Inc. | 636 | $289.5K | 0.02% | −9−1.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 637 | $289.8K | 0.08% | +10+1.6% | Added |
| Delta Financial Group, Inc. | 639 | $290.0K | 0.09% | +35+5.8% | Added |
| MJP Associates Inc | 639 | $290.7K | 0.06% | +639 | New |
| Legacy Advisors, LLC | 637 | $291.8K | 0.04% | +58+10.0% | Added |
| Operose Advisors LLC | 642 | $292.0K | 0.10% | +535+500.0% | Added |
| Howard Financial Services, Ltd. | 647 | $294.5K | 0.05% | +78+13.7% | Added |
| Adell Harriman & Carpenter Inc | 647 | $294.7K | 0.02% | −4−0.6% | Reduced |
| Northstar Asset Management LLC | 650 | $295.7K | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 650 | $295.7K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 650 | $295.7K | 0.09% | +50+8.3% | Added |
| Benedetti & Gucer, Inc. | 650 | $296.0K | 0.15% | −159−19.7% | Reduced |
| Ingalls & Snyder LLC | 651 | $296.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 651 | $296.1K | 0.02% | +500+331.1% | Added |
| Journey Strategic Wealth LLC | 651 | $296.1K | 0.01% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 653 | $297.1K | 0.37% | −12−1.8% | Reduced |
| Paragon Private Wealth Management, LLC | 654 | $297.5K | 0.18% | +26+4.1% | Added |
| Terra Nova Asset Management LLC | 655 | $297.9K | 0.24% | −44−6.3% | Reduced |
| Fairhaven Wealth Management, LLC | 655 | $297.9K | 0.10% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 656 | $298.4K | 0.13% | +212+47.7% | Added |
| Fulcrum Equity Management | 657 | $298.9K | 0.35% | −22−3.2% | Reduced |
| Nomura Holdings Inc | 658 | $299.3K | 0.00% | −5,641−89.6% | Reduced |
| Collective Family Office LLC | 658 | $299.3K | 0.10% | +96+17.1% | Added |
| Arrowroot Family Office, LLC | 659 | $299.6K | 0.19% | +155+30.8% | Added |
| Garrett Investment Advisors LLC | 659 | $299.8K | 0.04% | −10−1.5% | Reduced |
| Philip James Wealth Mangement, LLC | 659 | $299.8K | 0.21% | +18+2.8% | Added |
| First National Corp | 663 | $300.3K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 664 | $301.0K | 0.18% | +1+0.2% | Added |
| Marshall Financial Group LLC | 664 | $302.0K | 0.09% | −2−0.3% | Reduced |
| AlphaQ Advisors LLC | 665 | $302.5K | 0.18% | −67−9.2% | Reduced |
| Orrstown Financial Services Inc | 666 | $302.9K | 0.17% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 666 | $303.1K | 0.12% | −23−3.3% | Reduced |
| Palumbo Wealth Management LLC | 667 | $303.3K | 0.14% | +1+0.2% | Added |
| Wagner Wealth Management, LLC | 669 | $304.2K | 0.09% | −1,461−68.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 669 | $304.3K | 0.01% | −6−0.9% | Reduced |
| Nixon Peabody Trust Co | 669 | $304.3K | 0.03% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 669 | $304.3K | 0.04% | +10+1.5% | Added |
| Dark Forest Capital Management LP | 669 | $304.3K | 0.05% | +669 | New |
| Bragg Financial Advisors, Inc | 671 | $305.2K | 0.01% | +3+0.4% | Added |
| Cypress Wealth Services, LLC | 674 | $306.7K | 0.07% | −75−10.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 675 | $307.0K | 0.08% | −325−32.5% | Reduced |
| Tranquilli Financial Advisor LLC | 675 | $307.0K | 0.20% | +126+23.0% | Added |
| Studio Investment Management LLC | 676 | $307.5K | 0.07% | +76+12.7% | Added |
| Camden Capital, LLC | 676 | $307.7K | 0.03% | −214−24.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 677 | $308.1K | 0.14% | +44+7.0% | Added |
| City Center Advisors, LLC | 673 | $308.3K | 0.36% | +673 | New |
| Kaydan Wealth Management, Inc. | 682 | $310.2K | 0.11% | +4+0.6% | Added |
| Fidelity D & D Bancorp Inc | 683 | $310.7K | 0.23% | −35−4.9% | Reduced |
| Modern Wealth Management, LLC | 684 | $311.0K | 0.03% | +684 | New |
| Waterway Wealth Management, LLC | 685 | $311.7K | 0.14% | +186+37.3% | Added |
| Drake & Associates, LLC | 686 | $311.9K | 0.11% | −26−3.7% | Reduced |
| Opus Capital Group, LLC | 686 | $312.0K | 0.05% | −204−22.9% | Reduced |